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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,954 | $171,492-95.4% | $150,734-94.7% | $198,609-96.0% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 19.92% | 804.70%-784.8pp | 600.81%-580.9pp | 202.70%-182.8pp |
| Employer contribution / active EE | $2,142 | $5,470-60.8% | $4,918-56.4% | $5,055-57.6% |
| Participant deferral / active EE | $2,362 | $6,259-62.3% | $5,610-57.9% | $6,977-66.1% |
| Admin fee / account holder | $2,426 | $17,628-86.2% | $14,905-83.7% | $19,030-87.3% |